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On February 28, the US and Israel launched new attacks on Iran targeting primarily the country's leadership, security forces, and missile program.
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While US and Israeli forces have significantly degraded Iran’s military and nuclear capability, the global energy landscape remains in a precarious position. For weeks, the Strait of Hormuz...
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While US and Israeli forces have significantly degraded Iran’s military and nuclear capability, the global energy landscape remains in a precarious position. For weeks, the Strait of Hormuz has been effectively shut to tanker traffic, causing physical markets to tighten and rationing to spread across Asia. With the US considering an “off-ramp” to declare victory, the world faces a critical dilemma: can the global economy survive a peace that leaves Iran in control of the world’s most vital maritime chokepoint?
In this episode of the Iran Conflict Brief, host Daniel Sternoff speaks with Robin Mills to provide a view from the ground in Dubai. They discuss the reality of living under frequent drone and missile alerts, the “tit-for-tat” targeting of industrial infrastructure, and what it would take to reopen the Gulf. They also explore the long-term threat to the GCC’s economic diversification models and the potential multi-year recovery timeline for regional LNG production.
Robin Mills is a Dubai-based non-resident fellow at the Center on Global Energy Policy and the CEO of Qamar Energy. With over two decades of experience in the Middle East, including roles at Shell and the Emirates National Oil Company, Robin is a leading authority on regional oil and gas business development and the author of The Myth of the Oil Crisis.
During President Trump’s second term, the administration has taken unprecedented action in the US private sector. The federal government’s investments in critical mineral mining and chip manufacturing are...
Today marks the last day of CERAWeek, the annual energy industry conference sometimes described as the Davos of energy. As oil and gas CEOs and government officials gathered...
The Iran conflict has rapidly expanded, drawing in actors across the Middle East and raising concerns about broader regional escalation.
Nearly a month in, the conflict in Iran appears to have hit a critical inflection point. Over the weekend, President Trump gave Iran a 48-hour ultimatum to open...
On February 28, the US and Israel launched new attacks on Iran targeting primarily the country's leadership, security forces, and missile program.
The war in Iran has significantly enhanced Latin America's geopolitical advantage as a reliable source of hydrocarbon resources.
The Iran conflict could increase the appeal of Russia as an energy supplier for China.
The war in Iran is not just another energy shock. It is arriving at a moment when Europe is already under cumulative strain: a war on its eastern border, the lingering aftershocks of the 2022 energy crisis, industrial decline, political fragmentation, fiscal limits, and a widening debate over how much of its own security it must now provide.
